HAVEN ASSET MANAGEMENT (INSURANCE) LLC

GREENWICH, Connecticut·3 registered advisors·CRD# 292711
SEC# 801-1138040203-302-1700
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Wealth Management
04

Advisors at HAVEN ASSET MANAGEMENT (INSURANCE) LLC

3 registered advisors
Jonathan Todd Feldman
GREENWICH, Connecticut
Kathleen Nora Starrs
GREENWICH, Connecticut
Thomas X. Fritsch
GREENWICH, Connecticut
05

Office Locations

GREENWICH, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. HAVEN ASSET MANAGEMENT (INSURANCE) LLC (CRD# 292711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.